If you've been around here for a while, then you'll recall Paul Mylchreest as an old friend of TFMR. Paul is an excellent analyst and on a regular basis he puts out new research pieces on the global economy and the precious metals. Earlier today, he sent me a copy of his latest presentation and, with his permission, it's posted below.
This is a little but different as it is not a full research piece like IGWT. Instead, this is a collection of powerpoint slides that Paul used in a presentation for institutional investors last week. So you'll just need to scroll through and fill in the blanks yourself. Paul states that the final slides 19-23 are his favorites, at present. Your host is keen to slides 15-18, as well.
Many thanks to Paul for his continuing diligence and for sending this over for us to peruse.